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Bank of America

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2876
MFA Wealth Advisors
Pennsylvania
$40K +$8.02K +200 +25%
PCC
2877
Park Circle Company
Maryland
$39.7K – – –
CCA
2878
Criterion Capital Advisors
Tennessee
$38.1K – – –
W
2879
WealthCollab
Washington
$37.2K – – –
FGA
2880
Fortis Group Advisors
New Jersey
$36.3K – – –
CT
2881
Clearstead Trust
Maine
$35.3K – – –
VLKIM
2882
Van Lanschot Kempen Investment Management
Netherlands
$35.1K – – –
MSFP
2883
Mark Sheptoff Financial Planning
Connecticut
$34.2K – – –
TLA
2884
Tanglewood Legacy Advisors
Texas
$33.6K – – –
FRA
2885
Front Row Advisors
California
$33.6K -$3.45K -86 -9%
NECFA
2886
New England Capital Financial Advisors
Connecticut
$33.1K +$40 +1 +0.1%
RTL
2887
Red Tortoise LLC
Georgia
$32.9K – – –
TCM
2888
TD Capital Management
Tennessee
$32.3K +$160 +4 +0.5%
VWA
2889
Valued Wealth Advisors
Utah
$32.2K -$15K -374 -32%
MDCM
2890
Morgan Dempsey Capital Management
Wisconsin
$31.7K – – –
RWM
2891
Raffa Wealth Management
District of Columbia
$30.9K -$6.01K -150 -16%
CSWM
2892
Cassady Schiller Wealth Management
Ohio
$30.8K – – –
GFL
2893
Granite FO LLC
New Hampshire
$30.6K +$30.9K +772 New
BFA
2894
BBJS Financial Advisors
Washington
$30.1K +$200 +5 +0.7%
BGA
2895
Battery Global Advisors
Massachusetts
$29.3K +$29.6K +739 New
KSB
2896
Kennebec Savings Bank
Maine
$29.1K +$29.4K +733 New
OLVIG
2897
Oliver Lagore Vanvalin Investment Group
Michigan
$28.2K +$15.3K +382 +116%
NFA
2898
Northwest Financial Advisors
Virginia
$27.5K +$27.8K +693 New
PCTC
2899
Perkins Coie Trust Company
Washington
$24.8K – – –
DWS
2900
Dynamic Wealth Strategies
California
$24K – – –